Financial Advisor

TATA AIA Life Insurance Company Limited

Work from home

₹11,000 - ₹120,000 monthly*

Fixed

₹11000 - ₹60000

Average Incentives*

₹60,000

Earning Potential

₹120,000

You can earn more incentive if you perform well

Part Time

Full Time

Any experience

Basic English

Job Details

Interview Details

Job highlights

Urgently hiring

33 applicants

Benefits include: Flexible Working Hours

Job Description

 


  • 🎯 Key Duties and Responsibilities1. Strategic Partnership & Advisory 
  • Act as a Trusted Advisor: Serve as the primary point of contact and strategic consultant to senior leaders and management within a designated business unit or department. 
  • Strategic Alignment: Develop and implement functional strategies (e.g., people, financial, technological) that are directly aligned with the company's overall business goals and vision. 
  • Goal Achievement: Work closely with management to develop action plans and execute strategies that ensure the business unit achieves its key objectives. 
  • 2. Analysis and Insights 
  •  

Performance Monitoring: Analyze key performance indicators (KPIs) and operational data specific to the function (e.g., HR metrics, financial reports, system usage) to provide actionable insights. 

  • Risk Management: Identify potential risks or opportunities (e.g., in budget, talent, process efficiency) and propose solutions to mitigate risks or capitalize on opportunities. 
  • Data-Driven Decisions: Use analysis and data to inform decision-making, challenge existing practices, and recommend improvements. 
  • 3. Operational Excellence & ImplementationProcess Improvement: Lead initiatives to enhance organizational performance, streamline processes, and implement best practices within the business unit. 
  • Change Management: Facilitate and manage organizational change initiatives, ensuring smooth transitions and adoption of new strategies, systems, or policies. 
  • Project Leadership: Manage or support key projects and initiatives from the specific function, ensuring timely delivery and adherence to scope and budget. 
  • 4. Relationship ManagementStakeholder Collaboration: Build and maintain strong, collaborative relationships with all levels of staff, management, and cross-functional teams. 
  • Communication: Facilitate clear and consistent communication between the functional department (e.g., HR team, Finance department) and the business unit to ensure mutual understanding of needs and priorities. 
  • ✨ Typical Requirements and QualificationsExperience: Proven work experience (often 5+ years) in a business partner, consulting, or related senior specialist role. 
  • Education: Bachelor's degree in a relevant field (e.g., Business Administration, Finance, Human Resources, or related discipline). A Master's degree is often preferred. 
  • Functional Expertise: Deep understanding of the specific function (e.g., HR practices, financial planning, IT infrastructure) and how it impacts business operations. 
  • Soft Skills: 
  • Excellent communication and interpersonal skills for building effective relationships. 
  • Strong analytical and problem-solving abilities. 
  • Strategic and results-oriented mindset. 
  • Ability to influence and coach stakeholders at all levels. 


Job role

Department

Banking / Insurance / Financial Services

Role / Category

Life Insurance

Employment type

Full Time & Part Time

Shift

Day Shift

Job requirements

Experience

Any experience

Education

12th Pass

Skills

Good Communication Skills, Presentation, Team building, Life insurance, Mutual funds, Team assessment, Commercial development, People management, Business Loans, Current Account, Personal Loans, Retirement Plans, Fixed Deposits, Credit Cards, Savings Account

English level

Basic English

Regional language

Fluent in speaking Kannada, Bengali, Telugu, Tamil, Gujarati, Marathi, Oriya, Assamese, Malayalam, Hindi, Punjabi

Age limit

30 - 60 years

Gender

Any gender

About company

Name

TATA AIA Life Insurance Company Limited

Address

3rd Floor, Tata AIA Life Insurance Company Limited, Lavelle Road, next to Chancery Hotel, Shanthala Nagar, Ashok Nagar, Bangalore, Karnataka, India

Job posted by TATA AIA Life Insurance Company Limited

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